Sales AI that ships revenue. Chris Jeng explains how to use Salesforce Einstein & Agentforce to draft emails, summarize calls, automate actions, and forecast better—with step-by-step plays.
Einstein + Agentforce cut admin, speed up follow-ups, and keep pipeline honest. Reps get instant account/opp summaries, auto call notes, one-click recap emails, and plain-English actions ("update opp, set next step, schedule").
Agents handle routine workflows and hand off when human judgment is needed. Net result: more first meetings, fewer stalled deals, tighter commits.
Salesforce Einstein maps to levers 1–3 with summaries, generated emails, and scoring; Agentforce adds action-taking agents that execute routine steps so reps don't drown in clicks.
Together, they move the needle on meetings set, win rate, and expansion—what leadership actually cares about.
Ask: "Summarize ACME's open opportunities, recent activity, and risks." Get a one-screen brief before your call.
If you record or ingest meetings, Einstein provides editable call summaries, next steps, and sentiment. Push action items into tasks/opps automatically.
From any record, draft a personalized recap that references the call and proposes next steps. Reps review → send in seconds.
Use plain language to create/update records, log activities, assign owners, or kick off Flows ("create a Q4 renewal opp for 20 seats and assign to me").
Lead and Opportunity scores highlight who to work and why, with factors that explain the score.
Agents can enrich, route, schedule, update fields, and escalate. They act within guardrails, show their work, and hand off to humans when confidence is low.
"Summarize this opportunity and suggest three next steps.""Draft a recap email that addresses the procurement concern and proposes 3 time slots.""Update stage to Proposal, due date Friday, and add 'legal review' to next steps.""List my five riskiest deals this month and why."Inbound → Meeting in <10 minutes
Unstick silent opportunities
Capture upsell/cross-sell at the right moment
20+ tabs, manual notes, copy-paste from calendars, forgotten follow-ups, late pipeline updates.
(Hours saved × cost/hr × reps) + (additional meetings × win rate × ASP) – tool cost
If 6 hrs/week × £40/hr × 8 reps ≈ £1,920/week saved, plus one extra £15k deal/quarter, you get a fast payback.
No. It removes grunt work so reps can sell more. Agents handle routine processes and hand off when confidence is low.
Days, not months. Start with call summaries + recap emails + speed-to-lead. Then layer pipeline scoring and expansion signals.
Keep data scoped to Salesforce, apply role permissions, and enable native trust controls. Start with human-in-the-loop for anything customer-facing.
Light prompt design, process mapping, and weekly review of agent outputs. Treat prompts like playbooks: iterate.
Chris Jeng helps B2B teams deploy AI-driven sales systems without breaking their current stack. At European Gateway, we implement the plays above—wired to your Salesforce, your motion, your numbers.